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Technology Stocks : NUKO INFORMATION SYSTEMS

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To: Alan Aronoff who wrote (2504)7/21/1997 1:13:00 PM
From: kolo55   of 3509
 
Alan, I'm starting to get a real good feeling about this. I think the post on the analyst views that you posted over the weekend is a good sign. The market action today is very positive. The MMs may have been able to see the end of the "forced margin selling".

To the thread: There has been some recent commentary about the relationship between Nuko and Cisco. Earlier on this thread there was a posting from someone who said there had been a significant number (50?) people from Cisco trained to sell/support the Nuko system in mid-March. Also at the Annual Meeting, I got the strong impression that Nuko had been spending a lot of time working with Cisco people, and "expected POs in the current quarter" (2nd Q at the time of the statement). I add all this up, and I "read" that Cisco has probably spent 1-2 million to gear up to sell and support Nuko systems. It seems to me that Cisco wouldn't spend this scarce and valuable resource (look at SV want ads) on developing a business prospect that they didn't expect would generate at least 10 times that amount in revenues over the next year or so. As I have said before, there are increasing signs of shipments and further orders from Cisco. Having said that, we may not see much in terms of reported revenues from Cisco until the 3rd and particularly the 4th Q.

Paul
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